Name: Direct Indexing Update: Tax Planning Resolutions You Can Keep
Start: 2024-02-22T17:30:00Z
End: 2024-02-22T17:30:31.000Z
Location: BrightTALK
Rating: 4.5

The financial advisor gateway—with global insights, investment strategies, and financial technology trends from Morningstar Wealth.

Join us for our upcoming webinar where we will explore the potential market trends and investment strategies for next year, providing insights into economic indicators and how to prepare for the future financial landscape.

2025 Outlook & Beyond

Join us for our upcoming webinar where we will dive into the implications of election outcomes on the investment landscape, while providing insights and strategies to help navigate through market uncertainty.

Election Reaction: Investment Views

Join us for our upcoming webinar where we will present cutting-edge strategies to optimally distribute investments across various asset classes and maintain a balanced portfolio.

Asset Allocation Ahead of Election

Join us for our upcoming webinar where we'll explore the potential pros and cons of active vs. passive investing and the role of ETFs in modern portfolio management.

Head-to-Head: Active/Passive & ETF Portfolios

Join our upcoming webinar to learn about dynamic asset allocation and innovative investment strategies to potentially help boost returns and manage risk.

Portfolio Blends for Aggressive Investors

Join us for our upcoming webinar where we will explore the concept of economic moats and their critical role in safeguarding long-term investments.

Identifying Economic Castles (Moats) for Clients

Join us for our upcoming webinar as we provide a comprehensive mid-year outlook, analyzing key market trends and economic indicators to help you navigate the investment landscape for the remainder of the year.

Mid-Year Outlook: For New Client Money

Join us for our upcoming webinar to discover the secrets to growth as we shine a spotlight on top advisors, sharing their unique strategies and actionable insights for success.

Advisor-to-Advisor Spotlight

Join us for our upcoming webinar where we will explore practical combinations of different asset classes and strategies aiming to maximize portfolio performance and minimize risk during this year's election season.

Navigating Market Volatility During Election

Join us for our upcoming webinar to explore the contrasting dynamics of aggressive and conservative investment strategies, and learn how to balance them for potential long-term financial success.

Head-to-Head: Hare and Tortoise Portfolios

Join Preston Caldwell, Chief U.S. Economist, for a deep dive into our U.S. economic outlook for 2024 and beyond. 

Despite initial concerns, the U.S. economy has defied expectations by experiencing accelerated GDP growth in 2023 compared to the previous year, despite significant rate hikes. In our upcoming webinar, we will discuss our forecasts for U.S. GDP, inflation, and interest rates over the next five years. We anticipate a slowdown in GDP growth starting in 2024, but expect a rebound in 2025 and beyond due to aggressive rate cuts from the Federal Reserve and a decline in inflation. Register now for all the details plus client-friendly charts to enhance your conversations!

Q1 2024 U.S. Economic Outlook: Can the economy cope with higher interest rates?

In today's rapidly evolving investment landscape, the significance of individuals’ investment in cryptoassets is crucial. This specially tailored webinar is designed to equip wealthtech platforms and wealth management firms with an understanding of why it's vital for their advisors to have insight into their client’s cryptoasset investments. Additionally, we will highlight how the ByAllAccounts wealth data ecosystem is bridging the visibility gap so advisors can view their clients’ full financial picture including cryptoassets.

We will discuss the complexities of cryptoassets, emphasizing the need for advisors to be informed about their clients' investments. This knowledge is key in offering comprehensive advice, including tax planning, estate planning, and risk assessment. We will deep dive into recent research and newly implemented regulations including new provisions in the Tax Code that require the reporting of cryptocurrency transactions.

You will gain valuable insights from Don McHenry, ByAllAccounts' Director of Product Management, Morningstar Wealth, and Tyrone Ross, CEO of Turnqey Labs. You will leave this discussion with a clear understanding of: 
• The current landscape of cryptoasset investment in the United States.
• The strategic significance of comprehensive visibility into clients’ cryptoassets for portfolio management, risk management, estate planning, and tax planning.
• How ByAllAccounts' can bridge the cryptoasset visibility gap through integrations with leading crypto exchanges such as Coinbase and Gemini, providing a unified and current view of client cryptoasset holdings.

Join us to eliminate the visibility gap in your advisors' practices, enabling them to deliver premium guidance and cultivate trust with clients that have ventured into the world of cryptoasset investments.

Bridging the Gap: Gain Visibility into Client Cryptoassets for Your Advisors

As a wealthtech service provider or broker-dealer, you already know how complex and challenging it can be to cater to the growing needs of registered independent advisors (RIAs) and hybrid advisors who manage investments for their clients across multiple custodians. 

At ByAllAccounts, we've been supporting multi-custodied advisors for over 23 years, and we understand their unique requirements and challenges. We firmly believe that enabling your advisors to realize their utmost potential involves tapping into a virtually unrestricted network of advisor book of business data providers. This empowers your advisors to seamlessly view and report on all their accounts within a unified platform, ensuring your platform’s scalability, reliability, accuracy, and security remain uncompromised. 
To help you understand the importance of advisor book of business account aggregation, join our webinar, which delves deeper into the challenges faced by serving multi-custodied advisors and explores what to look for in a book of business aggregation solution.

In our webinar, you will learn:
• The data challenges faced when supporting multi-custodied advisors, such as data access and accuracy plus platform scalability.
• The key features to look for in a book of business aggregation solution, including a growing network of advisor data sources that delivers high-quality data for complex use cases (e.g., performance reporting), seamless advisor onboarding, and integrated insights. 
• The advantages of partnering with an industry expert that can provide seamless integration and customized data outputs without the need of custom development.

This webinar is key for wealthtech service providers, broker-dealers, and anyone interested in unlocking the potential of serving multi-custodied advisors.

Wealthtech Toolbox: How to Facilitate Custodial Independence for Your Advisors

Join us for our upcoming webinar where we will take a deep dive into the latest research updates on dividend portfolio management, discussing new trends and strategies to help optimize your income investing approach.

Dividend Portfolios in 2024: New Research

In just 13 minutes, this short but impactful session will take you on a journey through the key features that make Morningstar Office a true game-changer for your practice. From its comprehensive portfolio management tools to its advanced analytics and reporting capabilities, you'll gain valuable insights on how to harness the full potential of Morningstar Office. 

Learn how this cutting-edge tool is designed to revolutionize the way financial advisors work, helping you streamline your workflows, boost efficiency, and deliver exceptional financial advice.

Empowering Great Advice with Morningstar Office

As 2023 draws to a close, investor attention has now turned to the year ahead. For advisors, 2024 will offer a new set of challenges and changes to guide clients through. In our upcoming webinar, our speakers will highlight the most important issues facing investors, share insights from our current research, and provide guidance on making better investment decisions as we enter the new year.

2024 Outlook: AI, Election, Taking Advantage, & Our Base Case

As we embark on an exciting new year, we remain vigilant and aware. The landscape for 2024 is filled with prominent uncertainties, but also opportunities. 

Join for a comprehensive webinar designed exclusively for financial advisors, which will explore the latest insights, strategies, and tools needed to navigate the dynamic realm of personalized investing.

In this session from Morningstar Wealth, Michael Laughlin, Head of Portfolio Specialists, and Andy Kunzweiler, Portfolio Manager, Direct Indexing, will share insights on market positioning and planning for 2024, the role of a direct indexing strategy in a volatile financial market, and answer your questions about implementing direct indexing for your investors.

• The Morningstar Wealth 2024 outlook, including risks and opportunities for investors.
• How to use direct indexing to capture opportunities for investors in periods of volatility.
• Understand market projections and investment opportunities arising from the continued growth of direct indexing.
• Best practices and practical insights to implement direct indexing in your practice for 2024.

Direct Indexing Dynamics: A Deep Dive on 2024

Join us for our upcoming webinar where we will unpack the latest developments in Direct Indexing, offering insights into innovative strategies for personalized, tax-efficient investing.

Direct Indexing Update: Tax Planning Resolutions You Can Keep

Financial Management

Financial Planning

Tax Planning

Direct Indexing

Investment Strategy

Personalization

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Direct Indexing Update: Tax Planning Resolutions You Can Keep

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